Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
85
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
Added 129.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
80
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
76
shares
|
$1,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
65
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$1,429
0.0% of portfolio
|
Q4 2021
Reduced 5.97%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$1,406
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
60
shares
|
$1,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$1,134
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
45
shares
|
$1,021
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
40
shares
|
$907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
40
shares
|
$907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$794
0.0% of portfolio
|
Q4 2024
Reduced 73.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
35
shares
|
$794
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
35
shares
|
$794
0.0% of portfolio
|
Q1 2025
Added 34.62%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
30
shares
|
$680
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
25
shares
|
$567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
25
shares
|
$567
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23
shares
|
$521
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
20
shares
|
$453
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$408
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15
shares
|
$340
0.0% of portfolio
|
Q1 2025
Reduced 79.17%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
12
shares
|
$272
0.0% of portfolio
|
Q1 2025
New holding
|